K2’s Microsoft Copilot, Including Agentic AI
Overview
Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting and Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook, and Teams-can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.
Highlights
- Incorporating Copilot with Excel, Word, PowerPoint, and Outlook
- Using Copilot to automate routine tasks and assignments
- Integrating Copilot with agentic AI
- Identifying key privacy and security features in Copilot
- Understanding and deploying agentic AI
Prerequisites
Fundamental knowledge of generative Artificial Intelligence tools
Designed For
Business professionals seeking to learn how to work with AI tools
Objectives
- Identify key features of Microsoft Copilot within Excel, Outlook, and Teams that enhance productivity for accounting and financial professionals
- Determine how to use Microsoft Copilot to automate routine accounting tasks such as data analysis, financial reporting, and reconciliation
- Analyze the benefits and limitations of integrating Microsoft Copilot into existing accounting workflows, including considerations for data security and compliance
- Apply Microsoft Copilot tools to interpret financial data and generate insights that support decision-making and strategic planning
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Thomas Stephens, Shareholder, K2 Enterprises LLC
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $119.00
Member Price $89.00